Paraplanner firm launches provider research tool
6 August 2024
Outsourced paraplanning firm Plus Group has launched Provider Lookup, a research tool giving paraplanners, administrators and advisers access to 1,300 financial provider records. The tool gives access to provider records neatly organised in an intuitive system, quick to access and easy to locate the required details, including by plan number. And there is click-to-call...
